Sales and Invoicing
There are 99 pricing schedules that can be attached to customer accounts, plus you can create quotes, work orders, invoices and convert invoice type on-the-fly. Every entry made into the system automatically updates across all the other modules, saving you time and reducing the chances of error.
Your employees will benefit from the flexibility of:
- Handling different sale types (cash, credit cards, gift cards)
- Printing receipts
- Tracking customer purchase history
- Invoicing and special orders
- Performing complex commission structures
Accounting
Our flexible accounting software allows you to work in multiple months or multiple years at a time. Correcting errors doesn’t require a series of complex journal entries. You simply unpost and repost with the correction information. You’ll also benefit from the program’s fantastic drilldown capability.
Reporting
Bring up business management and accounting reports with ease using our click-through functionality. Included are dozens of standard reports as well as powerful custom report writing capabilities. Real-time and historical reports are at your fingertips.
Leave no stone unturned when digging for information: our formidable business management software lets you drill further into your data than ever before. Analyze your operation and make informed business decisions based on up-to-the-second information. You’ll no longer have to rely on stale reports based on batched figures that are days, weeks or months old.
Invoice Profitability and Discounting
Discount on the invoice screen at the point of sale for quick on-the-fly adjustments.
Discount by percentage (%) or by dollar amounts ($).
Discounting at the point of sale instantly calculates your profit margins on the products being sold. If you're selling more than one item, the discount will be equally proportioned. This is important for reporting purposes as it doesn't show only one product line being less profitable due to discounting.
Improved Customer Service
Speed throughput and eliminate errors at the checkout counter with UPC barcode scanning and online price lookup. Employees can further improve the customer experience with a quick and easy online inquiry to check if an out-of-stock item is available, either in-store or at one of your other locations.
Track items that are on special order and keep you customers informed with real-time status reports and expected delivery dates.
One way to offer a more personalized service is by recording specific customer information such as:
- Phone number
- Address
- Email address
- Date of birth
CRM (Customer Relationship Management)
Our business management software enables employees to easily find customers using multiple search options such as name, business name, phone number, address, city and lookup word.
Once a customer’s details are in the system, you can track their purchase and/or service history. This is ideal for warranty tracking, and it can also be used for tracking inventory for a specific job or work order.
The software’s advanced reporting capability lets you create powerful rewards programs to attract customers to your store.
Windward’s CRM software can also handle automatic purchase ordering, consignment, floor planning, RMAs and consignment sales. There’s even a 3D Matrix option for easier inventory handling.
Enhance Marketing and Merchandising
Produce mailing lists based on customer purchase history to better target your merchandising efforts. You can also offer layaways and special orders to retain customers loyalty. Taking deposits is a great way to ensure the customer remains committed to the sale.
Use promotional sales to increase traffic flow, and offer SPIFs to your employees to move slow moving items. For businesses with multiple locations, you can balance inventory levels by transferring merchandise that is overstocked.
Delivery Scheduler
Deliveries can be scheduled at any time during a sale or added to any work order. The request will transfer directly onto the delivery scheduler and then get printed out to display all deliveries.
On the scheduler, you can set who’s going to deliver the items, as well as check their availability on the delivery date. To provide a thoughtful level of customer service, notes such as "Call cell before arrival" can be added to the order.
If you are connected to the Internet, you can click on ‘View Map’ or ‘Driving Instructions,’ which links you directly to Google Maps for driving directions. If you have multiple deliveries set for the day, this will help you plan an efficient delivery route, saving time and money.
